Kkm Financial LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $202 Billion distributed in 141 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $8.99B, Meta Platforms, Inc. with a value of $7.52B, Spdr S&P 500 ETF Trust with a value of $5.37B, Microsoft Corp with a value of $5.1B, and Ishares Semiconductor ETF with a value of $4.48B.

Examining the 13F form we can see an decrease of $8.77B in the current position value, from $211B to 202B.

Kkm Financial LLC is based out at Chicago, IL

Below you can find more details about Kkm Financial LLC portfolio as well as his latest detailed transactions.

Portfolio value $202 Billion
ETFs: $60.6 Billion
Technology: $34.5 Billion
Industrials: $22.4 Billion
Financial Services: $17.9 Billion
Communication Services: $15.8 Billion
Healthcare: $14.8 Billion
Consumer Cyclical: $10.6 Billion
Consumer Defensive: $9.58 Billion
Other: $14.2 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 141
  • Current Value $202 Billion
  • Prior Value $211 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 11 stocks
  • Additional Purchases 60 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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